Investment Planning, Monitoring & Management

Investing in your future.

Smart choices in investment structure, portfolio management strategy and monitoring is key to building and sustaining wealth. Successful investing also requires an advisor who is your advocate. Swords Wealth Management, LLC is an independent investment advisor. We sit on the same side of the table as you and your family. Your financial and investment plans, unique to you, are the basis for all our recommendations.

We actively monitor investment positions on your behalf and use both discretionary and non-discretionary management to reposition if needed.

Investment management is a complex process and requires advisors who are willing to listen to consultants and financial industry specialists who possess the experience and knowledge to stay current in today's ever changing investment world.